Private Client Account Manager

Role and Responsibilities

Our Private Client Managers oversee a team of account specialists who provide a full range of oil and gas financial services to operators, non-operators, and mineral interest owners. Their expertise ensures clients receive accurate financial data to support informed business decisions while maintaining high standards of quality, timeliness, and team performance. They are responsible for managing workloads, providing guidance and training, reviewing deliverables, and ensuring the successful completion of client projects.

They oversee the delivery of a comprehensive suite of services, including master file updates, accounts payable and JIB (Joint Interest Billing) processing, revenue management and distribution, as well as general ledger journal entries and financial statement preparation. In addition to hands-on client support, Managers coordinate project timelines, assign work to team members, and act as the primary escalation point for client issues. They incorporate their knowledge of Oil & Gas industry accounting with client-specific needs in order to produce financial data that leads to informed business decisions and long-term client satisfaction.

JOB DUTIES

Master File Maintenance:

• Oversees updates related to master files (JIB and Revenue decks, property/well master, vendors, etc.)
• Review and approve team entries for accuracy and completeness.

Accounts Payable:

• Coordinates deliverables and timelines for customers and needs of internal staff members.
• Monitor team progress and resolve escalated client issues.
• Provide Guidance to team members on issues and client specific requirements. 

Revenue & Billing:

• Ensure accurate maintenance of billing decks and coordination with division orders for transfers.
• Oversee Recording oil & gas sales for operated, non-operated, and mineral interest properties.
• Review monthly revenue cycle for payment to WI, royalty, and ORRI as required.
• Review prior period adjustments and participate in period closing activities.
• Validate operated Joint interest billings and AR statements in accordance with COPAS
• Ensure cost allocations follow client-defined methodology and resolve escalations as needed.

Financial Management and Reporting

• Review monthly revenue and expense accruals prepared by the team.
• Approve general ledger journal entries and financial statements for accuracy.
• Oversee bank reconciliations and ensure timely preparation of monthly and quarterly financial packages.
• Ensure all financial deliverables meet internal quality standards and client deadlines.
• Identify process improvement opportunities and support implementation across client teams.

Leadership, Coordination, and Communication

• Coordinate with client production departments for revenue allocation basis.
• Coordinate with the internal Regulatory group for proper tax rate maintenance and monthly reporting.
• Manage multiple/concurrent deadlines to ensure timely task completion.
• Provide daily oversight and leadership to assigned team members, including task delegation, training, and performance feedback.
• Serve as primary client contact for assigned portfolios, ensuring strong communication and issue resolution.
• Lead or support special projects, system improvements, or client transitions as assigned.

Skills

• Strong multitasking and organizational abilities to manage multiple assignments and competing priorities effectively.
• Detail Oriented.
• Ability to work in a team environment.
• Aptitude to learn recent technology, products, and concepts.
• Ensure client tasks are completed within client timeframe.
• Self-motivated.
• Effective communication and critical thinking skills.
• Proficient in Excel (Example: Use of Pivot Tables/VLOOKUP).
• Use of ERP software's
• Demonstrated leadership and people management skills.
• Ability to coach and develop team members while maintaining accountability.
• Strong project management and prioritization abilities.

QUALIFICATIONS AND EDUCATION

• 8 Years of Oil & Gas industry experience (with prior supervisory or lead experience highly preferred).
• Bachelor’s degree in Accounting, Finance, Business or related field preferred; relevant experience may be considered in lieu of a degree
• Experience managing multiple client accounts and small teams preferred.

Additional Notes

This description outlines the core responsibilities of the role but is not exhaustive. Supervisors may set additional goals aligned with PetroLedger Company values